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1. Liang Mengsong effect: SMIC nearly doubled in the past two months;
Set micro-channel news, strong performance since September SMIC continued sharp rise yesterday, now reported 13.86 Hong Kong dollars, up 9.48%, the latest total market value of 64.530 billion Hong Kong dollars.
September 4 Set micro-network reported that Samsung positive conciliation Liang Mengsong unsuccessful, Liang Mingsong not leave the holiday back to Samsung to work, since August 2017 officially left Samsung Group, ending in 2009 to leave TSMC to South Korea's Samsung Group 8 Years.
SMIC shares closed at HK $ 7.23 on September 4 and ended at HK $ 13.86 yesterday. Starting from the confirmation of Leung Mongsong's joining SMIC, Micron added more than 90% of its shares to SMIC in two months.
Earlier micro-network has been reported, a member of Liang Mengsong all follow a follow by Liang Mingsong from TSMC to Samsung's last name has been reported to SMIC at the end of July .Lang Mengsong vote from the end of 2016 rumors have been uninterrupted, whether or not Successfully joined the discussion of SMIC once again officially set off the climax of Samsung.
Liang Mingsong refused Samsung's contract renewal request in August 2017, insisting to leave Samsung and leave South Korea. In the early stage, Liang refused to take the long vacation and left him a bet of 5: 5. Some people who leave must think that SMIC should welcome him with a very high standard of treatment and a common CEO's seat. Liang regarded the mainland as the final stop of his career after Samsung and Samsung.
October 16 SMIC announced the appointment of Zhao Haijun and Dr. Liang Mengsong as the joint chief executive officer and executive director of SMIC.
Goldman Sachs Group said in a research report that SMIC appointed Liang Mingsong as co-chief executive officer. The bank believes it can help the group in R & D and the new co-CEO will improve the basic processes. It is expected that the guidelines will be redrawn for mass production. The new co-CEO has a long-term positive impact on the group, especially his long experience in the industry to help develop the technology roadmap.
2. The semiconductor industry to welcome the rapid development of related stocks continued to be active;
By the global semiconductor market to accelerate the impact of the transfer to China, the semiconductor industry is now the rapid development of the time window, especially domestic chips. Plate is expected to spawn a similar concept of a large consumer stocks continue to rise high-growth value stocks, A-share investors are necessary Study hard to dig deeper, the layout of the relevant stocks.
Recently, the concept stocks continued to be active in the semiconductor to Violet country chip as the main domestic chip themes, adjusted for many days in a row, once again received the attention of market funds, rising continuously .Today morning, domestic chip stocks once again strengthened, as of press time, King Jia Micro rose 7%, all Zhi science and technology rose 4%, long power technology, the European bit and purple core up 2%.
However, for the recent outbreak of semiconductor stocks, the market believes that the chip localization by some of the short-term performance of the catalyst for the continuation of the outbreak of catalyst.Huatai Securities, said the electronics industry continued to boom, many product areas benefit software-rich industry-side format driven hardware Demand growth, the industry hot catalyst will continue.With the Internet of Things, the development of automotive electronics will bring huge emerging market demand, the country is the world's largest downstream demand and processing market, relying on government policy support, mainland China will be the next 10 years The fastest growing semiconductor industry in the region, the plate will give birth to A-share technology leader.
Hundreds of billions of dollars of market space can be expected
According to the "Outline of National IC Industry Development," the industry growth rate of more than 20% of the request, Huatai Securities, China's semiconductor industry is expected to scale by 2020 will reach 143 billion US dollars, 2015-2020 compound growth rate over 20%, far higher than the global An average of 3% -5% growth.From the A-share development potential of various industries horizontal comparison, A-share technology future star will be born in the field of electronics rather than the Internet we expect.
A-share technology sector will nurture the next Samsung, not FAAMG (Facebook, Apple, Amazon, Microsoft and Google) .This is due to three reasons: First, the existing capital market in China's market system and distribution The system takes more account of the characteristics of traditional enterprises. Most of domestic blue-chip Internet technologies are listed overseas, while China's FAAMG is the largest shareholder in the stock market rather than the A-share market. Second, the BAT stocks in the stock market have formed a barrier advantage and the A-share Internet companies are hard to come by Its right.Finally, draw lessons from Japan and South Korea and other countries rely on the government to complete the successful case of high-tech industry technology transfer, the domestic is to develop the semiconductor industry.With the Internet of Things, the development of automotive electronics will bring huge emerging market demand, the country is the world's largest Downstream demand and processing market, relying on government policy support, mainland China will be the fastest growing semiconductor industry in the next 10 years.
Huatai Securities recommendations, focus on the trend of chip localization, the recommended two main lines of layout: First, semiconductor fixed investment, with the industrial investment increased, the next two to three years, the relevant capital expenditures will reach its peak. Concerned about equipment engineering supplier North China Create, Tai Chi industry .Second, the semiconductor packaging and testing and manufacturers .Because of the impact of the transfer of the semiconductor industry in Asia, coupled with the support of national large funds, the acquisition of foreign high-quality assets, the strength of IC packaging and testing and manufacturing will be rapidly strengthened, concern Huatian technology, purple core. Securities Times
3. Yunnan Ge industry: the basic construction of a national germanium material base;
Recently, the Germanium industry in Yun Ge germanium high-tech cloud Ge introduction of civilian thermal imaging cameras, surveillance cameras, military cameras and camera movement and other advanced germanium infrared products These products will promote the introduction of germanium Based new material technology to a new level.
The introduction of the Yunnan Ge industry civilian thermal imager products, including hand-held thermal imaging camera (which can be used in substation, electrical prevention testing, construction and testing), handheld observation camera (can be used for search and rescue, law enforcement, hiking , Hunting, etc.) currently the best in the province, the best quality, most technologically advanced products.Among them, the observation of thermal imaging dual-spectrum network in the cloud-based cameras, can be used for power monitoring, river areas and other long-distance monitoring; Imaging dual-spectrum overloaded PTZ camera can be used for forest fire prevention, border defense and other long-distance monitoring.
At present, Kunming has emerged a group of leading domestic technology and products, high purity rare and precious metals and germanium, indium semiconductor material production technology reached the domestic advanced level.Kunming Yun Ge as one of the representative enterprises, committed to the infrared germanium materials, infrared optics Processing, infrared lens and infrared thermal imager research and development, built an international advanced level of technology and equipment, the leading domestic 20t / a infrared germanium single crystal, 35,500 / a lens cutting precision film processing and lens mounting, 1000 Sets / a thermal imaging camera production line to non-ferrous metals as the leading material, Kunming new material industry to cultivate to a new level, of which the national germanium material base of a project has been basically completed.
4. Tiantong shares 100000000 yuan day by day to increase penetration of the semiconductor industry
Set micro-grid news, Tiantong shares on the 3rd night notice, the company intends to 100 million yuan capital increase its wholly-owned subsidiary Tiantong Ji Cheng Machinery Co., Ltd., the capital increase is mainly used for Tiantong Ticheng semiconductor crystal growth, grinding and polishing , CMP equipment and AMOLED module equipment R & D investment, in line with the company's development planning and business development needs, is conducive to the company's semiconductor materials and equipment localization strategy layout.